# Cogram User Guide ## Get started with Cogram - [Overview](https://docs.cogram.com/readme.md) - [Quickstart](https://docs.cogram.com/quickstart.md): Create a Cogram account, run through setup, and use Cogram in a first in-person or virtual meeting to draft minutes. - [Signing Up and Signing In](https://docs.cogram.com/guides/signing-up-and-signing-in.md): Follow these instructions to get set up when you're just starting out with Cogram. - [Configuring your Cogram account](https://docs.cogram.com/guides/configuring-your-cogram-account.md): Set your Cogram basics, like your notetaker's name and meeting language. - [Creating a contact for your Notetaker](https://docs.cogram.com/guides/creating-a-contact-for-your-notetaker.md) - [Connecting your calendar](https://docs.cogram.com/guides/connecting-your-calendar.md) - [Virtual Meetings](https://docs.cogram.com/guides/virtual-meetings.md): Learn how to use Cogram in virtual meetings in Microsoft Teams, Zoom, or Google Meet. - [Cogram on Your Phone](https://docs.cogram.com/guides/mobile-app.md): Install the Cogram mobile app, sign in, and find your way around the five tabs you use on site. - [Create a Field Report on Site](https://docs.cogram.com/guides/field-reports.md): Create a field report on your phone during a site visit: capture observations, fill in the report details, and finalize it for export. - [Capture Observations](https://docs.cogram.com/guides/observations.md): Capture observations on site with notes, voice dictation, photos, and drawing pins, then group them into field reports. - [Working Offline](https://docs.cogram.com/guides/working-offline.md): What the Cogram mobile app can do without signal, what the upload statuses mean, and how to make sure nothing gets lost. - [Drawings](https://docs.cogram.com/guides/drawings.md): Upload and organize drawings on the web, then download them to your phone so the plans are with you on site, even without signal. - [Field on the Web](https://docs.cogram.com/guides/field-on-the-web.md): Review field reports and observations in the web app, export them as Word or CSV files, and extract observations from meeting recordings. - [In-Person Meetings](https://docs.cogram.com/guides/in-person-meetings.md): Record in-person meetings with the Cogram mobile app or from your browser, and get drafted minutes when you end the meeting. - [Audio Upload](https://docs.cogram.com/guides/audio-upload.md): Upload a meeting recording to generate a transcript, summary, and action items, even if Cogram was not in the meeting. - [Downloading, Sharing, and Templates](https://docs.cogram.com/guides/downloading-sharing-and-templates.md): Learn how to share, export, or download Cogram's meeting notes. - [Emails](https://docs.cogram.com/guides/emails.md): Integrate Cogram with your email inbox to summarize email threads or draft project reports based on meetings and emails. - [Exporting Emails](https://docs.cogram.com/guides/exporting-emails.md): Download filed emails from Cogram as .eml or Outlook .msg files, with attachments included. - [Outlook Add-In: Email Filing](https://docs.cogram.com/guides/outlook-add-in-email-filing.md): Connect Microsoft Outlook to Cogram to automatically file project emails, review AI filing decisions, and track email status with Outlook category labels. - [Cogram for Microsoft Teams](https://docs.cogram.com/guides/microsoft-teams.md): Chat with Cogram in Microsoft Teams: mention @Cogram in any chat to ask about your projects. Includes the one-time admin setup. - [Importing Historical Emails](https://docs.cogram.com/guides/importing-emails.md): Import historical project emails from an Outlook archive (.pst), individual email files (.eml), or Outlook message files (.msg) into a Cogram project. - [Your file server](https://docs.cogram.com/guides/file-server.md): Browse, search, preview, and upload files on your organization's own file server, without leaving Cogram or mapping a drive. - [Agent](https://docs.cogram.com/guides/agent.md): Cogram comes with an AI agent that has context on your meeting minutes, field reports, and emails. - [Workflows](https://docs.cogram.com/guides/workflows.md): Schedule Cogram to write a recurring project report from your meeting minutes, emails, and field reports, and email it to you when it is ready. - [Projects](https://docs.cogram.com/guides/projects.md): If you're using Cogram for client or project work, Cogram's Projects feature is a great way to organize minutes, emails, and reports, and to collaborate with coworkers. - [Project Chat](https://docs.cogram.com/guides/project-chat.md): Talk to your project team inside the project. Channels keep the conversation organized, @mentions get someone's attention, and files shared in chat can become project Documents. - [Directory](https://docs.cogram.com/guides/directory.md): Manage the people and companies you work with (clients, consultants, subcontractors) in one place. Use them as recipients on transmittals, RFIs, submittals, and external shares. - [Inbox](https://docs.cogram.com/guides/inbox.md): Receive meetings, transmittals, RFIs, and submittals shared with you by collaborators outside your organization, and accept them into one of your projects. - [Notifications](https://docs.cogram.com/guides/notifications.md): Use the notification bell to stay on top of task assignments and project access requests, and act on them without leaving your current page. - [External collaborators](https://docs.cogram.com/guides/external-collaborators.md): You were invited to Cogram by someone outside your organization. Learn what you'll see, what you can do, and how to grow into a full Cogram account. - [Inviting external collaborators](https://docs.cogram.com/guides/inviting-external-collaborators.md): Share a project with a consultant, contractor, or client at another firm: invite them by email, get the share approved, and manage their access. - [Connecting Procore](https://docs.cogram.com/guides/connecting-procore.md): Connect Cogram to Procore to sync RFIs and Submittals between a Cogram project and a Procore project. - [Getting Help](https://docs.cogram.com/guides/getting-help.md) - [Privacy and Confidentiality](https://docs.cogram.com/guides/privacy-and-confidentiality.md): Cogram is committed to safeguarding the confidentiality of meetings and user privacy. - [Renaming your Notetaker](https://docs.cogram.com/settings/renaming-your-notetaker.md) - [Transcription Language](https://docs.cogram.com/settings/transcription-language.md): Request early access to use Cogram in non-English languages - [Templates](https://docs.cogram.com/settings/templates.md): Upload Word (.docx) templates so your team can export meeting minutes and field reports in your organization's own layout. - [Notifications](https://docs.cogram.com/settings/notifications.md): Choose where Cogram notifies you (in the notification bell, by email, or both), including task assignments, access requests, and meeting emails. - [Agent Prompts](https://docs.cogram.com/settings/agent-prompts.md): Create and manage reusable prompts for Agent, and browse prompts shared across your organization. - [Two-Factor Authentication (2FA)](https://docs.cogram.com/settings/two-factor-authentication-2fa.md) - [Dark Mode](https://docs.cogram.com/settings/dark-mode.md): Switch Cogram between light, dark, and system appearance. - [Invitee Domain Lists](https://docs.cogram.com/settings/invitee-domain-lists.md): Control which participant email domains Cogram is allowed or blocked from joining meetings with. - [Changing your password or email](https://docs.cogram.com/settings/changing-your-password-or-email.md) - [Cogram for Zoom](https://docs.cogram.com/settings/cogram-for-zoom.md): This page walks you through how to enable Cogram for your Zoom meetings, how to use Cogram in a Zoom meeting, and how to remove Cogram again. - [Insight Preferences](https://docs.cogram.com/settings/insight-preferences.md) - [Custom Insights](https://docs.cogram.com/settings/custom-insights.md) - [Summary and Next Steps](https://docs.cogram.com/settings/custom-insights/summary-and-next-steps.md) - [Follow-Up Email](https://docs.cogram.com/settings/custom-insights/follow-up-email.md) - [Board Meeting Minutes](https://docs.cogram.com/settings/custom-insights/board-meeting-minutes.md) - [Summary Translation](https://docs.cogram.com/settings/custom-insights/summary-translation.md) - [Subscription and Billing](https://docs.cogram.com/administration/subscription-and-billing.md) - [Authorizing Calendar Integration](https://docs.cogram.com/administration/authorizing-calendar-integration.md): Connecting an Outlook calendar to Cogram may require a request for administrator consent. This page describes how IT administrators can approve such requests. - [Enabling Cogram to join Zoom meetings](https://docs.cogram.com/administration/enabling-cogram-to-join-zoom-meetings.md) - [Single Sign-On (SSO)](https://docs.cogram.com/administration/single-sign-on-sso.md): SAML-based SSO is supported as part of Cogram's Enterprise plan - [Cogram API](https://docs.cogram.com/administration/cogram-api.md) - [Data Exports](https://docs.cogram.com/administration/data-exports.md): Request a multi-part zip export of your organization's data (projects, meetings, emails, documents, drawings, reports, observations, and transmittals) for backup, audit, or migration. - [Data Export Package Layout](https://docs.cogram.com/administration/data-export-package-layout.md): What's inside a Cogram Data Export zip: top-level folders, per-entity layout, file types, and naming conventions. - [Connecting Deltek VantagePoint](https://docs.cogram.com/administration/connecting-vantagepoint.md): Sync projects and team members from Deltek VantagePoint into Cogram, invite your organization's users in bulk, and ask Agent about your VantagePoint data. - [Connecting Unanet ERP A/E](https://docs.cogram.com/administration/connecting-unanet.md): Sync your firm's Unanet ERP A/E projects into Cogram, automatically and instantly. - [Connecting Autodesk Construction Cloud](https://docs.cogram.com/administration/connecting-autodesk-construction-cloud.md): Why connecting Autodesk Construction Cloud is useful (ask Cogram about your ACC projects, files, issues, RFIs, submittals, and more in plain language) and how an admin sets it up. - [Connecting Your File Server](https://docs.cogram.com/administration/connecting-your-file-server.md): How an admin installs Cogram Connector to make Windows file shares available in Cogram. - [Organization Roles](https://docs.cogram.com/administration/organization-roles.md): Understand the three organization-level roles in Cogram (Owner, Admin, and Member) and what each role can do. - [Groups](https://docs.cogram.com/administration/groups.md): Organize users into groups for easier project access management and team structure. - [Project Roles](https://docs.cogram.com/administration/project-roles.md): Understand the project roles in Cogram (Owner, Lead, Member, and Viewer) and what each role can do. - [Licensing](https://docs.cogram.com/administration/licensing.md): How Cogram licensing works: module entitlements, seats, and the two access levels (Full access and View & Respond). - [Asset Visibility](https://docs.cogram.com/administration/asset-visibility.md): Control which project members can see meetings, emails, and reports within a project. - [Project Management Permissions](https://docs.cogram.com/administration/project-management-permissions.md): Control project creation, archiving, and deletion permissions, and manage organization-wide project discoverability defaults. - [Setting up Project Chat](https://docs.cogram.com/administration/project-chat-setup.md): Turn Project Chat on for a project and manage its channels: adding, renaming, archiving, and bringing archived channels back. - [Access Requests](https://docs.cogram.com/administration/access-requests.md): Review and approve project access requests, choose who can grant access, and route new requests to an external email such as a ticketing system. - [Project Types](https://docs.cogram.com/administration/project-types.md): Categorize projects by type: Residential, Commercial, Infrastructure, or any classification your firm uses. Project types appear in the project list, card view, and project sidebar. - [Project Templates](https://docs.cogram.com/administration/project-templates.md): Save reusable project setups that pre-bind groups, project type, email filing, discoverability, and a default description, so you don't reconfigure the same fields every time you create a project. - [Project Import](https://docs.cogram.com/administration/project-import.md): Import projects in bulk from a CSV, Excel, or JSON file with AI-assisted column mapping. - [Report Types](https://docs.cogram.com/administration/report-types.md): Set up the kinds of field reports your team creates, like a Site Visit Report or a Punch List, each with its own form fields and Word templates. - [Custom Fields](https://docs.cogram.com/administration/custom-fields.md): Add form fields like client firm, weather, or persons present to a report type, so your team fills them in on site and they appear in the exported report. - [Drawing Disciplines](https://docs.cogram.com/administration/drawing-disciplines.md): Choose the disciplines (Architectural, Structural, Civil, and so on) Cogram uses to organize your drawings and to classify new uploads automatically. - [Observation Types and Statuses](https://docs.cogram.com/administration/observation-types-and-statuses.md): Choose the Type and Status options your team picks from when capturing observations on site. - [Organization Notification Settings](https://docs.cogram.com/administration/notifications.md): Set default notification preferences for all organization members and lock settings to enforce them, including the new in-app and email channels. - [Organization Learn Words](https://docs.cogram.com/administration/learn-words.md): Teach Cogram organization-wide vocabulary so proper nouns are transcribed correctly for all members. - [Navigation Bar Branding](https://docs.cogram.com/administration/navigation-bar-branding.md): Customize the navigation bar with your organization's logo or name instead of the default Cogram mark. --- # Agent Instructions This documentation is published with GitBook. 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